Investment Test Drive

FOBAX Tributary Balanced Instl

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund FOBAX Tributary Balanced Instl VWELX Vanguard Wellington™ Inv LKBAX LKCM Balanced  
100% 86% 92%
Annual Fees
(1.19% Exp. Ratio)
(0.26% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$24,192.69 $32,043.36 $27,227.47
Est. savings over 30 yrs +$7,850.67 +$3,034.78
As of 12/31/16
1 YR RETURN 3.64%
3 YR 3.65%
5 YR 8.18%
10 YR 6.68%
1 YR RETURN 11.01%
3 YR 6.85%
5 YR 10.44%
10 YR 6.89%
1 YR RETURN 9.70%
3 YR 5.47%
5 YR 10.15%
10 YR 7.02%
The investment seeks capital appreciation and current income. Based on the investment adviser's assessment of market conditions, the fund will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
The investment seeks current income and long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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